SAP ABAP IMG Activity OKCM_KP34 (Maintain planner profiles)

Hierarchy

☛ BBPCRM (Software Component) BBPCRM
   ⤷ CRM (Application Component) Customer Relationship Management
     ⤷ CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages
       ⤷ KC (Package) Cost Accounting Controlling EIS

IMG Activity

ID	OKCM_KP34	Maintain planner profiles
Transaction Code	S_ALR_87000173	IMG Activity: OKCM_KP34
Created on	19981222
Customizing Attributes	OKCM_KP34	Maintain planner profiles
Customizing Activity	OKCM_KP34	Maintain planner profiles

Document

Document Class	SIMG	Hypertext: Object Class - Class to which a document belongs.
Document Name	OKCM_KP34

In this IMG activity, you define planner profiles that selectively control the planning process. In a planner profile you determine which planning layouts are used and with which preset parameters. You can store as many planning layouts as you wish. Using the profile position, that determines the order of the planning layouts within business planning, you can assign the same planning layout to a planner profile several times, however with different preset parameters each time.

Note that you can enter plan data in layouts without specifying a planner profile.

Planner profiles are structured hierarchically:

- General planner profile

- Business planning

- Business planning layouts

- Default parameters

• General planner profile

  You can assign an authorization group to each planner profile.
  Using a combination of authorization groups and default parameters that the user cannot change (see "default parameters"), you can ensure a very detailed allocation of authorizations for the entry of data.

  Independent of the component from which you call up the planner profile editing, all planner profiles in the system are made available to you. This way you can define planner profiles from other components for the selected component.

• Business planning

  The planning areas in business planning are the aspects. You can enter new rows with other aspects.

• Layouts business planning

  In each aspect you determine which planning layouts are made available and in what order. You must define at least one position for each aspect and assign a planning layout to it.

  The "Deflt" flag indicates whether parameters have a been preset for a planning layout. This flag is automatically set after you maintain the preset parameters in the next step.

  If you deactivate the flag "Overw" (Overwrite preset parameters), the users are tied to their preset parameters and may not overwrite the variables with other values. If the flag is activated, the entries are to be seen as proposed values that can be overwritten when planning is commenced.

  If you activate the flag "Excel Integration", you can use this profile to enter your plan data in Microsoft Excel rather than via the SAP interface.

  A file description is a generic name for use with Excel or the flexible upload. It determines the field assignment of the Microsoft Excel cells to the planning layout. The file description is generated automatically during the presetting of parameters with Excel in Place. The field "file description" is filled automatically when you save this description (see "Default parameters"). If you wish to use the same layout more than once, you can enter the saved file description directly.

• Default parameters

  For each item in the planning area, you can define default parameters for the assigned planning layout.

  When you enter planning, the system proposes these values for the planning layout variables .

  If you have used master data hierarchies in the planning layout, and wish to have these displayed automatically in the planning session, you can save the settings for the display here.

  If you have selected "Integrated Excel" for your planning screen and want the system to generate a file description, choose "Goto -> Overview screen" from the "Default Parameters" screen. (Note that you first need to enter values in the fields on this screen before you can choose this function.) The system calls up Excel and displays the planning layout in Excel. Here you can move parts of the layout around, enter your own area for external calculations, change formattings, and so on. Using the function "Save file description", you save the assignment of the fields in the SAP layout area between the SAP system and Microsoft Excel. Using "Save Excel Layout", you can save the layout information (formulas defined in Excel, formattings, and so on) of the Excel worksheet.

Planner profiles help you structure your organization's planning process, especially if your organization uses a decentralized planning process. You can assign your users planning layouts in which the objects they are allowed to plan are predefined and nonchangeable.

Requirements

To create a planner profile, you first have to have defined all the planning layouts that you want to use in that profile. If you have not already done so, carry out the step Create planning layout.

Activities

If you want to assign planner profiles to authorization groups, you first need to carry out the step "Maintain authorization groups" to define these. Authorization groups determine which users can maintain which planner profile. You can assign authorizations using the authorization object "CO: Planner profiles" (K_TKA50).

To create planner profiles, choose the step "Maintain planner profiles" and proceed as follows:

1. General planner profile
1. To create a new planner profile, choose "New entries".
To copy an existing profile, select the existing profile and then copy it using the "Copy as" function.
2. Enter a name and a short text for the planner profile.
3. If desired, assign an authorization group to the profile.
2. Business Planning
1. Select the planner profile that you want to maintain, and then choose "Business Planning".
2. If desired, change the default distribution keys for currencies and quantities. Enter a document type for plan data.
3. If you want to select an aspect, choose "New entries".
3. Business planning layouts
1. Select the planning layout you want to process and choose "Business planning layouts".
2. Choose "New entries", and enter an item and an existing planning layout.
3. Activate the "Overw." indicator if you want to define default parameters for the variables in that layout, and if you want users to be able to overwrite these parameters.
4. Select "Integrated Excel" if you want to use Microsoft Excel as your planning screen. Enter a file description manually or save the automatically generated one in the default parameters.
5. Save your entries
6. Select a planning layout for which you want to define default parameters and choose "Default parameters".
4. Default parameters
1. Enter the desired values in the initial planning screen.
2. If you are using a master data hierarchy in the planning layout, choose 'Settings -> Lead column' to display the level in the planning session and to save it as default.
3. Make the desired settings for working with Excel in Place.
5. Optional steps:
• Authorizations
In the section "Authorization Management", you can define authorizations for authorization object K_TKA50 and assign these to users by placing the authorizations in authorization profiles.
• User profile
Assign the desired planner profiles to individual users by entering them in the user parameters using parameter ID "PPP" (System -> User profile -> Own data).

Example

Requirements

Standard settings

Recommendation

Activities

Further notes

Business Attributes

ASAP Roadmap ID	204	Establish Functions and Processes
Mandatory / Optional	2	Optional activity
Critical / Non-Critical	2	Non-critical
Country-Dependency	A	Valid for all countries

Assigned Application Components

Documentation Object Class	Documentation Object Name	Current line number	Application Component	Application Component Name
SIMG	OKCM_KP34	0	HLA0009470	Business Planning

Maintenance Objects

Maintenance object type

C

Customizing Object

Assigned objects
Customizing Object	Object Type	Transaction Code	Sub-object	Do not Summarize	Skip Subset Dialog Box	Description for multiple selections
VC_TKA50_BP	C - View cluster	KP34BP	KP34BP	☐	☐	Maintain planner profiles

History

Last changed by/on	SAP	19981222
SAP Release Created in